Creative Planning - El Dorado Hills, California

Address: 4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, United States.
Phone: 8662732848.
Website: creativeplanning.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment company, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Creative Planning

☎️8662732848

⏰ Open Hours of Creative Planning

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Creative Planning: A Premier Financial Services Provider

Located at 4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, United States, Creative Planning stands out as a leading financial services provider with a solid commitment to proactive planning and exceptional client service. Their contact information is readily available via phone number: 8662732848, ensuring potential clients can easily reach out for inquiries or appointments.

Key Features and Services

Creative Planning specializes in diverse areas crucial for wealth management, including financial planning, financial advising, financial consulting, and investment services. Their expertise spans from creating comprehensive financial plans tailored to individual needs to offering investment solutions that aim to secure and grow wealth. With specialties that cater to a broad spectrum of financial needs, this company is well-equipped to guide clients through the complexities of managing their financial futures.

Accessibility and Convenience

Understanding the importance of accessibility, Creative Planning offers online appointment scheduling, ensuring clients can plan their visits at their convenience. Their facilities are fully wheelchair-accessible, featuring a wheelchair-accessible parking lot, entrance, and restroom. This commitment to inclusivity ensures that all clients, regardless of physical ability, can receive the expert financial guidance they need.

Client Experience and Engagement

Reviews on Google My Business highlight Creative Planning's proactive approach and responsive customer service, garnering an impressive average opinion of 5/5. Clients appreciate the clarity and proactive strategies provided by their financial planners, who excel in anticipating and addressing financial concerns before they arise. The requirement for appointments, coupled with the recommendation to schedule them, underscores the personalized attention clients receive, fostering a strong, trusting relationship.

Recommendation for Potential Clients

For anyone seeking a financial partner who not only understands their unique needs but also takes a proactive stance in securing and growing their wealth, Creative Planning is an excellent choice. With their online services, on-site expertise, and a commitment to accessibility, they offer a comprehensive solution to financial planning challenges.

To experience their exceptional service firsthand, consider booking an appointment through their website. Whether you're looking to plan your financial future or seek investment advice, Creative Planning's dedicated team is ready to assist you. Don't wait to take control of your financial destiny – reach out today and let Creative Planning help you achieve your financial goals.

👍 Reviews of Creative Planning

Creative Planning - El Dorado Hills, California

Michael K.

5/5

Creative Planning has been much more pro-active than the wealth management service that I worked with previously. They have been very good at identifying what issues we need to plan for and get ahead of. My questions are usually answered on the spot, any open issues are addressed by our next meeting. I've been a client for four months now, and I'm feeling very confident in their ability to manage the security and growth of our wealth.

Jacqueline S.

5/5

We had our annual review and were so pleased with our manager. He was completely knowledgeable about our entire portfolios as well as our personal goals and lifestyles. He provided insight and ideas we had no considered. We are thrilled with the path we are on and owe our direction to good management with Erick Hoyer.

Les B.

5/5

We have been with Creative Planning for 10 plus years and their care and concern is above reproach. Its like a loving family. Thank you. Not many business today can one trust. Creative Planning is one of them. Thank you

April A.

5/5

Upon retiring in 2015 and moving from the Bay Area to Folsom we decided to hire a financial manager because we realized the post-2008 market was different. We also planned on traveling a lot and didn’t want to think about our finances but acknowledged how much more important the growth of our portfolio is now that we’re retired.

We’ve had financial planners in the past but wanted to take it to the next level. We interviewed 3 companies. Tamara took her time with us, really got to know us; asked imperative questions and gave us several options, which changes as our portfolio and lifestyle evolves. It’s been 7 years and hiring CP is the best retirement decision we’ve made. There’s been a couple of stock market/economy challenges during this time frame and it’s reassuring to know that someone is looking out for our best interest and we can concentrate on enjoying family and retirement.

We’re extremely satisfied/happy with Tamara and her Creative Planning Team. They are all very knowledgable, insightful, thorough, caring, approachable and responsive. We’ve recommended two family members to CP and they’re also very happy with the service.

Shaker N.

5/5

The most professional and experienced team I ever worked with. Everyone starting with our Wealth Manager are experts in their fields and great to work with. They are truly family office to take care of all of our investments, taxes, estate planning and retirement plans. Special thanks to El Dorado Hills Creative Planning Team.

Cheryl S.

5/5

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for the past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!

Loran W.

5/5

Tamara and Erick are great to work with, very thorough and share options for all the decisions along the way.